Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $42.6B
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$269M
2
+$173M
3
+$124M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$107M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$97.4M

Top Sells

1
+$295M
2
+$190M
3
+$53.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$51.5M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$46.8M

Sector Composition

1 Technology 4.49%
2 Financials 1.91%
3 Consumer Discretionary 1.72%
4 Healthcare 1.63%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.42M 0.01%
60,303
-5,130
327
$3.4M 0.01%
24,962
-1,616
328
$3.39M 0.01%
72,211
-28,090
329
$3.39M 0.01%
37,861
+121
330
$3.39M 0.01%
26,336
+15,449
331
$3.37M 0.01%
58,297
+32,063
332
$3.37M 0.01%
21,920
+592
333
$3.37M 0.01%
14,093
-633
334
$3.36M 0.01%
25,721
+221
335
$3.35M 0.01%
22,427
+121
336
$3.34M 0.01%
65,456
+2,666
337
$3.33M 0.01%
33,708
-59,039
338
$3.33M 0.01%
27,324
+1,802
339
$3.32M 0.01%
46,434
-3,801
340
$3.31M 0.01%
155,557
-7,168
341
$3.31M 0.01%
25,796
+1,793
342
$3.23M 0.01%
15,714
+2,127
343
$3.22M 0.01%
77,857
-16,436
344
$3.21M 0.01%
11,721
-842
345
$3.19M 0.01%
10,657
-5,796
346
$3.18M 0.01%
50,621
+12,856
347
$3.17M 0.01%
16,421
-345
348
$3.17M 0.01%
20,156
+5,367
349
$3.17M 0.01%
34,871
+290
350
$3.17M 0.01%
88,682
+14,050
12 13
14
15 16